Terms & Conditions

Welcome to Dan the Tax Man, LLC. By accessing this website or engaging our services, you agree to comply with and be bound by the following terms and conditions. Please read them carefully.

1. Scope of Services

Dan the Tax Man, LLC provides tax preparation, filing, and consulting services. Our engagement is limited to the professional preparation of the tax returns specified in your individual service agreement.

We will not audit or otherwise verify the data you submit, although we may ask you for clarification of some of the information.

Our work does not include any procedures designed to discover fraud, theft, or other irregularities.

2. Client Responsibilities

The accuracy of your tax return depends on the information you provide. By using our services, you agree that:

You are responsible for the completeness and accuracy of all information provided to us.

You have the necessary documentation (receipts, logs, statements) to support all deductions claimed on your return.

You will review your final return carefully before signing the authorization for electronic filing.

3. No Guarantee of Results

While we strive to minimize your tax liability and maximize your credits according to the law:

No Guarantee of Refund: We do not guarantee that you will receive a tax refund.

Final Authority: The IRS and state taxing authorities have the final word on the interpretation of tax laws.

Audit Risk: Preparation of a return does not guarantee that it will not be audited. If an audit occurs, representation services are available for an additional fee and are not included in the standard prep fee.

4. Fees and Payment

Upfront Pricing: Fees are based on the complexity of the return and the forms required.

Payment Terms: Payment is due upon completion of the return and prior to electronic filing or delivery of the finished documents.

Non-Refundable: Once a return has been prepared and delivered to the client for review, fees are non-refundable.

5. Electronic Communication and Portals

To ensure the security of your sensitive data:

We provide a secure client portal for document exchange. Dan the Tax Man, LLC is not liable for data breaches resulting from the client's use of unencrypted email to send sensitive documents.

You agree to receive electronic communications regarding your filing status and appointment reminders.

6. Limitation of Liability

To the fullest extent permitted by law, the total liability of Dan the Tax Man, LLC for any errors or omissions shall be limited to the amount of the fee paid for the services rendered. We are not responsible for any interest or penalties assessed by taxing authorities due to the client's failure to provide timely, complete, or accurate information.

7. Termination of Service

Either party may terminate the engagement at any time. In the event of termination, the client is responsible for payment for all work completed up to the date of termination.

8. Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of Florida. Any disputes arising under these terms shall be subject to the exclusive jurisdiction of the courts in Lee County, Florida.

9. Contact Information

Dan the Tax Man, LLC 603 North Ave, Lehigh Acres, FL 33972

Phone: (239) 230-4369